WRPWM
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Werba Rubin Papier Wealth Management’s Progressive PGR Stock Holding History

Werba Rubin Papier Wealth Management’s Portfolio PGR Stock Details PGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$250K Sell
937
-7
-0.7% -$1.87K 0.05% 178
2025
Q1 		$267K Sell
944
-67
-7% -$19K 0.06% 143
2024
Q4 		$242K Buy
1,011
+69
+7% +$16.5K 0.06% 153
2024
Q3 		$239K Buy
+942
New +$239K 0.06% 151